Graham W Thomas
Cert PFS
Graham has worked within the financial services sector for 21 years and for the majority of this time has specialised in Personal and Corporate Pensions as well as UK and Offshore based Investments.
He has passed the Financial Planning Certificate of the Chartered Insurance Institute, together with the Pensions (G60) paper of the Advanced Financial Planning Certificate and the Pension Professional Investment Certificate of the Institute of Bankers.
He speaks extensively at workshops and seminars on subjects such as Stakeholder Pensions, the Government’s recent overhaul of Pension legislation introduced through the new pensions tax regime and Inheritance Tax. Graham is Gerald Edelman’s registered Pension Transfer Specialist with the Financial Services Authority.
In view of Graham’s experience and knowledge, he predominantly deals with clients who require Pension, Investment and Inheritance Tax mitigation advice.
Personal
In Graham’s spare time he enjoys swimming, skiing, occasionally playing golf, and most of all spending time with his family. He also plays the cornet with The Salvation Army.
Email: gthomas@geraldedelman.com
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